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Lanier Financial Group LLC CRD 152945
$236M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
490 N. Milledge Avenue, Athens, GA 30601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-04-18 |
| GA | RA | APPROVED | 2015-02-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lanier Financial Group Llc | Braselton | GA | 09/2011 | Present |
PEACH CAPITAL MANAGEMENT LLC. INVESTMENT RELATED: YES P.O. BOX 418 BRASELTON, GA 30517 PRIVATE INVESTMENT COMPANY. PERFORM PORTFOLIO MANAGEMENT SERVICES AND STARTED IN SEPTEMEBER 2013. DEVOTE LESS THAN 5 HOURS PER WEEK TO THIS ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-12 |
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